Live Breaking News & Updates on Craig Wietz

Stay updated with breaking news from Craig wietz. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.

First Rate Acquires Wealth Management Platform and Partners for Compliance

Arlington, Texas (PRWEB) April 25, 2023 First Rate, a leading wealthtech services provider to the wealth management industry, today announced the ....

United States , Jeff Cowley , Craig Wietz , Investedge Complianceedge , First Rate Press Release Copyright , First Rate , Investedge President Jeff , Press Release ,

First Rate acquires InvestEdge compliance software

First Rate announced that it is acquiring wealth platform assets of InvestEdge, a provider of compliance fintech to wealth management firms. ....

United States , Craig Wietz , Jeff Cowley , First Rate ,

First Rate Announces Multi-Year Strategic Partnership Extension with SEI

Arlington, Texas (PRWEB) July 19, 2022 First Rate, a leading provider of wealth management solutions to the financial services marketplace, and SEI, a ....

Rob Wrzesniewski , Craig Wietz , Private Banking , Global Solutions , First Rate President Craig , First Rate ,

First Rate Announces Market Centric Alignment with Management Structure Changes

Arlington, Texas (PRWEB) May 03, 2022 First Rate, a leading provider of financial service solutions to the wealth management industry, today announced a ....

Andhra Pradesh , United Kingdom , Alex Serman , Emily Traxler , Rob Bethmann , Grayson Greer , Craig Wietz , Kate Baird , Jon Beadles , Nayan Madhamshettiwar , Deborah Repak , Institute Certification , First Rate Professional Services , Investment Performance Measurement , First Rate , First Rate Vantage , First Rate Global , Press Release ,

First Rate Announces Partnership with Opturo

Arlington, Texas (PRWEB) December 17, 2021 First Rate, a leading provider of wealth management solutions to the financial services marketplace, and Opturo, ....

Craig Wietz , Kenneth Dsilva , First Rate , Wealth Management , First Rate President Craig , Custom Investment , Press Release ,